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Morningstar

Nationwide Global Sust Eq A GGEAX

Morningstar Medalist Rating
Medalist Rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 22.56  /  +1.08 %
  • Total Assets 223.1 Mil
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.240%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Global Large-Stock Blend
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.33%
  • Turnover 43%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis GGEAX

Will GGEAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GGEAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the GGEAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of GGEAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Nationwide Global Sust Eq A's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GGEAX

More GGEAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.85 11.0 Mil
Technology

Amazon.com Inc

3.44 7.8 Mil
Consumer Cyclical

Eli Lilly and Co

3.15 7.2 Mil
Healthcare

Alphabet Inc Class A

3.01 6.8 Mil
Communication Services

Visa Inc Class A

2.42 5.5 Mil
Financial Services

UnitedHealth Group Inc

2.31 5.3 Mil
Healthcare

Ameriprise Financial Inc

2.30 5.2 Mil
Financial Services

London Stock Exchange Group PLC

2.22 5.1 Mil
Financial Services

Adobe Inc

2.22 5.0 Mil
Technology

TJX Companies Inc

1.98 4.5 Mil
Consumer Cyclical